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CVERX vs VMVAX
CVERX vs VMVAX Comparison
Open Charts CVERX vs VMVAX
Columbia Select Mid Cap Value Instl 2
Price$16.14
Change+$0.14 (+0.88%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$89.64
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CVERX vs VMVAX Comparison Chart
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CVERX vs. VMVAX commentary
Nov 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CVERX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. CVERX (2.68B). VMVAX pays higher dividends than CVERX: VMVAX (2.14) vs CVERX (1.03). CVERX was incepted earlier than VMVAX: CVERX (12 years) vs VMVAX (13 years). CVERX is a more actively managed with annual turnover of: 30.00 vs. VMVAX (22.00). CVERX has a lower initial minimum investment than VMVAX: CVERX (0) vs VMVAX (3000). CVERX (28.57) and VMVAX (28.25) have marching annual gain over last year. VMVAX return over 5 years is better than : 50.95 vs. CVERX (43.73).
| CVERX | VMVAX | CVERX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 18.477 | 19.623 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 30.9B | 9% |
| Annual Yield % from dividends | 1.03 | 2.14 | 48% |
| Returns for 1 year | 28.57 | 28.25 | 101% |
| Returns for 3 years | 7.90 | 16.94 | 47% |
| Returns for 5 years | 43.73 | 50.95 | 86% |
| Returns for 10 years | -11.23 | 98.29 | -11% |
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